Have you explored the ins and outs of what it takes to build a healthy and successful team to elevate performance, activity, and client experiences? In this episode, Tim Flanagan chats with Amy Macari and Kate Curley on just that – the how’s and whys of building a healthy and successful team and partnership. Specifically, Amy and Kate discuss what they’ve experienced and worked on when helping entrepreneurs build healthy and successful teams of their own.
The years that Kate Curley has invested enmeshed in the day-to-day operations of advisors’ practices have yielded an experienced professional who is hyper focused on the needs of the field. Kate has served important roles in supporting the growth of MassMutual advisors’ practices for close to two decades: whether through the various concierge programs where she first interfaced with the company’s top performers and currently as the Program Manager for Advisor Teaming and Field Recruiting. In short, Kate understands what makes for a successful practice – and what doesn’t.
Amy Macari brings incredible insight as the Director of Strategy and Teaming at MassMutual Carolinas. Amy works alongside the firm’s advisor and sales leadership teams to help them achieve success and maximize results. Previously, she served as Chief Administrative Officer at MassMutual Carolinas and Carolina Premier Bank. Macari brings 15 years of experience in delivering comprehensive strategic and operational leadership to this position.
We hope this episode helps you take the next step in remaining impactful and relevant.
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Connect with us:
- Amy Macari: LinkedIn
- Kate Curley: LinkedIn
- Amanda Kramer: LinkedIn
- Tim Flanagan: LinkedIn, Instagram
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